Arlo Technologies, Inc. reports news tied to its smart home security platform, connected security devices, and subscription services. The company offers cloud-based monitoring and analytics for homes, businesses, and personal security through products such as wire-free Wi-Fi and LTE-enabled cameras, video doorbells, floodlights, security systems, and services including Arlo Secure and Arlo Safe.
Recurring updates cover subscriptions and services revenue, annual recurring revenue, gross margin trends, product and service expansion, investor events, employee equity awards, and capital allocation actions such as stock repurchases. News also reflects Arlo's completed expansion into AI-powered aging-in-place and wellness care services through the acquisition of Aloe Care Health.
Arlo Technologies (ARLO) has approved a new program to repurchase up to $100 million of its common stock.
The authorization runs through December 31, 2028, unless the board extends or shortens it. Purchases will take place in the open market, considering economic cost and prevailing market conditions, including Arlo's trading prices and volumes. The company expects purchases to follow Rule 10b-18 of the Securities Exchange Act of 1934. Management said the authorization reflects its belief that the shares are undervalued relative to the company's long-term value.
Arlo Technologies (NYSE: ARLO) will hold its third-quarter 2026 results conference call on November 5, 2026, at 5:00 p.m. ET. Results will be released that day after the market closes. A live webcast and a replay will be available on Arlo’s Investor Relations website.
Arlo Technologies (ARLO) introduced its first solar-powered security camera, the Essential Solar Security Camera, priced at $99.99.
Pre-orders are open, with cameras set to ship in mid-October. The solar panel is designed to keep the camera powered with as little as two hours of sunlight a day. A fully charged battery can provide up to six months of power without sunlight, although battery life varies with settings, use, activity captured and environment. AI-powered alerts and activity context are available when the camera is paired with an Arlo Secure Early Warning System plan.
Arlo (ARLO) announced Arlo Secure 7, an updated AI-powered smart security service that adds new automation features and a 24/7 video recording plan.
New capabilities include Threat Assessment, which distinguishes high-risk events such as break-ins, fire, armed threats, or theft from everyday activity and automatically triggers responses ranging from camera sirens or spotlights to escalation to a live Safety Agent and professional monitoring. Arlo Summary provides an on-demand, plain-language recap of key events from the past 24 hours.
Arlo also launched an Ultra Secure Plan offering 24/7 recording for up to three cameras with 30-day storage, alongside existing Smart Aware and Smart Secure plans.
Arlo Technologies (NYSE: ARLO) announced that its management will present at two upcoming investor conferences. CEO Matthew McRae is scheduled to speak at the Citi 2026 Global TMT Conference on Wednesday, September 9, 2026 at 2:35 p.m. ET in New York, NY. CFO and COO Kurt Binder will present at the Piper Sandler Growth Frontiers Conference on Tuesday, September 15, 2026 at 9:00 a.m. CT in Nashville, TN. Both presentations will be webcast live on Arlo’s investor relations website, where replays will be made available after the events.
Arlo (NYSE: ARLO) reported second quarter 2026 revenue of $155.9 million, up 21% year over year, driven by subscriptions and services revenue of $93.0 million, up 19% and representing 59.7% of total revenue. GAAP gross margin reached 48.2% and non-GAAP gross margin a record 50.6%, expanding 330 and 480 basis points, respectively.
GAAP net income was $3.0 million (diluted EPS $0.03), and non-GAAP diluted EPS was $0.28, including a $0.07 tariff refund benefit. Adjusted EBITDA was a record $30.6 million, up 70.3% year over year with a 19.6% margin. Annual recurring revenue reached $365.0 million, up 15.6%, with cumulative paid accounts at 6.3 million, up 23.2%.
For full-year 2026, Arlo guides revenue of $580–$600 million, GAAP diluted EPS of $0.11–$0.21, and non-GAAP diluted EPS of $0.90–$1.00. Third quarter 2026 revenue is forecast at $140–$150 million with GAAP diluted EPS between $(0.06) and $0.00 and non-GAAP diluted EPS of $0.17–$0.23.
Arlo Technologies (NYSE: ARLO) granted equity inducement awards to eight new non-executive employees under its 2018 Equity Incentive Plan, consistent with NYSE Rule 303A.08. The awards cover an aggregate of 65,624 RSUs, vesting in four equal annual installments, contingent on each employee’s continued service at each vesting date.
Arlo Technologies (NYSE: ARLO) will hold a conference call with investors and analysts on Thursday, August 6, 2026 at 5:00 p.m. ET (2:00 p.m. PT) to discuss its second quarter 2026 results. The related earnings news release will be issued after the market closes the same day.
Investors can join via toll-free dial-in at (833) 461-5787 or international dial-in at (585) 542-9983 using conference ID 430 549 116. A live webcast and replay will be available on Arlo’s Investor Relations website at http://investor.arlo.com.
Arlo (NYSE: ARLO) is expanding its partnership between Aloe Care Health and Home Helpers Home Care to deploy the new ConnectAI wellness calling service.
The AI-powered solution adds proactive wellness check-ins, medication reminders, alerts, and care insights across Smart Hubs, mobile phones, and landlines to support aging in place at scale.
Arlo (NYSE:ARLO), a smart home security services provider, has been named to Newsweek's Most Trustworthy Companies in America 2026 list, developed with Statista.
Arlo ranks seventh in the Appliances & Electronics category and reports over 11 million registered households and 6 million paid subscribers, with strong customer retention.